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American Express
AXP

Overview Fund Activity

1,960 hedge funds and large institutions have $87.7B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 702 increasing their positions, 763 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,960
Holders Change
-95
Holders Change %
-4.62%
% of All Funds
33.14%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
116
Increased
702
Reduced
763
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$79M
Net Calls Change
+$1.16B

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$373M
2
Bank of America
2
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.76B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$230M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$246M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.31B
2
State Street
2
State Street
Massachusetts
$4.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
4
Dodge & Cox
California
$904M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
201
Cohen Klingenstein
New York
$28.1M – – –
ZIC
202
ZWJ Investment Counsel
Georgia
$28M -$699K -5,042 -2%
AAM
203
Aureus Asset Management
Massachusetts
$28M -$79.4K -573 -0.3%
RFC
204
Regions Financial Corp
Alabama
$27.8M -$520K -3,750 -2%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$27.5M +$800K +5,819 +3%
AIG
206
American International Group
New York
$27.5M -$2.28M -16,446 -8%
CW
207
Connectus Wealth
Ohio
$27.2M +$1.25M +8,961 +5%
ECM
208
ExodusPoint Capital Management
New York
$27M +$27M +194,499 New
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
$26.8M +$6.13M +44,222 +30%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$26.5M -$359K -2,593 -1%
RMA
211
Roffman Miller Associates
Pennsylvania
$26.3M +$202K +1,456 +0.8%
Voloridge Investment Management
212
Voloridge Investment Management
Florida
$26.3M +$26.3M +189,742 New
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$26.2M -$7.3M -52,693 -22%
Osaic Holdings
214
Osaic Holdings
Arizona
$25.8M +$907K +6,537 +4%
HIMC
215
Heritage Investors Management Corp
Maryland
$25.7M -$75.1K -542 -0.3%
GFI
216
Global Frontier Investments
South Carolina
$25.4M – – –
RJFSA
217
Raymond James Financial Services Advisors
Florida
$25.4M +$1.65M +11,908 +7%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$25.3M -$1.54M -11,128 -6%
ESBC
219
E.S. Barr & Co
Kentucky
$25.2M +$12.9K +93 +0.1%
Point72 Asset Management
220
Point72 Asset Management
Connecticut
$25.1M +$17.9M +129,462 +251%
EIP
221
Epoch Investment Partners
New York
$25M -$2.24M -16,187 -8%
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$24.9M +$2.29M +16,493 +10%
AIA
223
Avalon Investment & Advisory
Texas
$24.8M -$332K -2,396 -1%
ASRS
224
Arizona State Retirement System
Arizona
$24.5M -$496K -3,580 -2%
TAM
225
Todd Asset Management
Kentucky
$24.5M -$4.35M -31,379 -15%
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